Lexx Potter - Certified Financial Planner CFP®

Certified Financial Planner® | Helping families and business owners get clear, get protected, and build wealth.

Contact Information

Office: +17784029630

Mobile: +16046073585

Send a Message: +17784029630

Work Email: internet alexander@saasinsurance.ca

Book a Time to Talk: api.leadconnectorhq.com/.../exitplanexpert

Stop Overpaying Taxes Now: www.alexanderpotter.ca/

For Great Financial Info, Check out Our Blog: alexanderpotter.ca/blog

Instagram: www.instagram.com/exitplanexpert/

Facebook: www.facebook.com/profile.php?id=61562656337185

LinkedIn: www.linkedin.com/in/alexanderpotter/

Travel Insurance (Get a Quote and buy here): shop.tugo.com/store/FHVA083

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Address: workSword and a Shield Wealth Insurance
201 - 837 West Hastings Street
V6C 3N6
Vancouver
Canada

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Profile: Products and Services
Alexander “Lexx” Potter, CFP®, helps incorporated business owners and professionals close the Stewardship Gap; the disconnect created when succession, tax, estate, insurance, and investment strategies are not properly coordinated. Working alongside clients’ accountants and lawyers, Lexx helps protect what they have built, reduce unnecessary taxes, and transfer wealth to the next generation.
Areas of Service
British Columbia and Ontario
Associations
Certified Financial Planner - FP Canada
Advocis
Mensa
BCGA Zone 4 Executive